Guide sellers with longer details in sequence steps and make those details available in step form
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | - | - | 
Feb 28, 2022 |
Business value
Sellers perform various activities to win deals and it's important to guide them during this process to maximize the business impact. With this enhancement, sales managers can provide long, detailed instructions for sellers to follow.
Feature details
Sales managers can now write sequence step descriptions up to 2,000 characters to help sellers with detailed instructions.
- Sellers can expand or collapse detailed instructions.
- Sellers can select and open URLs in the description.
- Sellers can use the description provided in the step details form for reference.